Manager - Planning

General rights

Modify the data in the edit locking periods

Locking dates

Display comments and attachments for the absences

Allows you to maintain the confidentiality of certain personal information and documents if the box is not checked.

Select the absences via Set up

View/delete customisations and reports for all populations

Manage planning customisations

Run a new calculation from the planning

Exclude the user from the population

Exclude the planner from the population opened in the planning module if he/she is part of it

Plan

Absence planning

Select the absences via Set up

Planning of daily schedules

Select the schedules via Set up

Apply the daily schedules by default

Return to planning by default (to return to the initial status)

Modify the daily schedule parameters

Modify working periods and the contracted time of the daily schedule

Activity planning

Select activities via Setup

Authorised types for the task(s)

Select via Set up

Types authorised for the cost centre(s)

Select via Set up

Authorised types for the customer(s)

Select via Set up

Remote working planning

Select the remote working types via Set up

Assign on-call duties

Select the on-call duties via Set up

Authorise planning on unauthorised elements

Place an authorised element on an unauthorised element

Mark employees as available and borrow available employees

Right click in the grid Mark as available/Borrow

Administrate the attendance data in file mode

Double click in the employee planning grid

Attendance

Attendance

Configure your customisations

Attendance

Locate the attendances

For clocking with touchscreen device (optional)

Advanced functions

Advanced functions

Add/deduct file

Additions/Deductions

Account initialisation file

Account initialisation

Transfer file

Transfer file

Process the transfer file runs

Via Setup, select the Transfer files that can be executed

Process the individual transfer files

Process account transfer requests

Process rules/extensions

Calculation rules

Check rules/extensions requests

Break results

Double click in the employee planning grid, Break tab

Anomalies/alerts

Manage anomalies in file mode

Public holiday calendar

Double click on a public holiday Consult the public holiday

Modify the public holiday calculation setup

Adjust the setup from the planning grid

Send a message

Authorise messages to be sent by SMS

Select the personal or business number via Setup

Authorise messages to be sent by email

Select the personal or business address via Setup

Send a notification message from the planning

Right-click in the employee planning grid on Send a notification message

Validation

Validate the planning

Validate the planning applied (right click in the employee planning grid Validate until ...)

Modify a validated planning

Work on a changed planning

Manage the administration variables

Configure the administration variables

Employee planning: Results area, , Management of production variables

Post planning: click on , Customise, Production variables tab

Create folder(s)

Use administration variables

Select the authorised elements via Set up

Run the import of a production variables

Reports

Configure reports

Click on , change the configuration of an existing template

Temporary employees

Manage temporary worker requests

Right click in the planning Create a temporary worker request

Provisional employee

Manage provisional employees

Right-click on an employee or in the planning of posts Create a provisional employee

Employee data

Access employee file

Select the contents of the employee file that the manager will be authorised to access by selecting the User - Employee file profile from the dropdown menu or via

Check the consistency of dates in the employee file

Use the Dates wizard. Select the elements checked via Set up

Customisable planning fields

Be informed by email when employee files in my population are modified

Warn the other administrators by email of my changes to their population's employee files

Warn the employees by email of my changes to their file

Plan in employee planning

Employee planning

Access to Employee Upper area

Use the employee planning customisations

at top right of the grid, choose a configuration

Configure the employee planning customisations

Create a configuration

Use the employee list customisations

at top right of the employee grid, choose a configuration

Configure the employee list customisations

Create a configuration

Use the results by employee customisations

at top right of the results area , choose a configuration

Configure the results by employee customisations

Create a configuration

Use the day details area results customisations

at far left of the day details area (Lower area), when is activated

Configure the day details area results customisations

Create a configuration

Use the results by day customisations

at left of the results by day area (Lower area)

Configure the results by day customisations

Create a configuration

Configure planning templates

Right click in the grid Create a planning template/Consult planning templates

Roll out a planning template

Right click in the grid Roll out a planning template

Replace the employees

Right click in the grid Replace

Lend employees

Right click in the grid Lend

Exchange planning

Exchange the planning between two user employees

Assign comments

Assign comments from the toolbox

Plan in planning of posts

Employee planning

Access to Posts Upper area

Use results customisations by post associated to population

at top right of the posts area, choose a configuration

Configure results customisations by post associated to population

Create a configuration

Post configuration

Right click in the posts area Post management, create, edit, delete

Configure plannings of posts

Right click in the posts area Management of the planning of workers in posts, create, edit, delete

Configuration of requirements templates

Right click in the posts area Management of requirement templates, create, edit, delete

Assign requirement templates

Right click in the employee planning grid Assign a requirements template

Assign requirements by exception

Right click in the employee planning grid Assign a requirement by exception

Manage opening and closing of posts

Right click in the posts area Management of post closures

Manage authorisations and priorities of employees on posts

Right click in the posts area Post management, Authorisations tab

Plan in preliminary planning

Preliminary plannings

Use the preliminary plannings

Automatically assign employees in view of posts

Run automatic assignment

Apply a preliminary planning

Apply a preliminary planning